Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
2.31% |
7.73% |
20.72% |
16.26% |
15.99% |
|
Growth Fund |
1.96% |
6.75% |
17.56% |
14.11% |
13.85% |
8.28% |
Balanced Fund |
1.59% |
5.12% |
13.38% |
11.21% |
11.04% |
6.07% |
Conservative Fund |
0.84% |
2.39% |
6.10% |
6.42% |
6.50% |
2.44% |
Homes and Income Fund |
0.48% |
1.86% |
3.73% |
4.28% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
3.07% |
1.13% |
7.98% |
7.47% |
4.53% |
1.94% |
NZ Bond Fund |
1.34% |
2.52% |
5.41% |
5.94% |
5.68% |
1.25% |
NZ Cash Fund * |
0.23% |
1.39% |
3.10% |
3.97% |
4.05% |
|
Hedged Global Share Fund |
-0.06% |
8.88% |
21.58% |
17.13% |
18.76% |
|
Unhedged Global Share Fund |
4.71% |
10.82% |
30.47% |
23.02% |
22.60% |
|
Hedged Global Bond Fund |
0.27% |
0.10% |
1.36% |
3.01% |
3.04% |
These returns are to 30-06-2026 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.